Compare · 3 funds side by side · dividends reinvested

FDLS, VUG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

FDLS, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.86%+16.0%+19.2%+22.1%[…]−9.5%16.5%$253M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: FDLS 2022 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Inspire Fidelis Multi Factor ETF · $253M[…]

FDLS

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

FDLSMeasureVUG

+16.0%Year to dateJan 1 → Nov 5+0.5%

+19.2%1 yearTotal return−0.6%

+22.1%3 years · per year$10,000 became $18,222 · $18,532+22.8%

[…]5 years · per year$10,000 became […] · $16,052+9.9%

0.66%Expense ratio$66 · $3 a year on $10k · lower is better0.03%

0.86%Trailing 12-mo yield$86 · $43 a year on $10k0.43%

−9.5%Worst dropSmaller is better−15.1%

16.5%VolatilityLower is calmer19.0%

FDLSVUG Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2FDLS wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDLS vs VUG: Top 5 Holdings

Today

FDLS

6.2%in top 5

VUG

in top 545.2%

FDLSStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.3%RELYnot top 5

1.3%FLYWnot top 5

1.2%CONnot top 5

1.2%TLSnot top 5

1.2%OMCLnot top 5

Held in common2.0%

End-of-day Nov 5, 2026 · share of each fund

FDLS vs VUG Returns, Every Period

InspireFDLS

+19.2%

past year

VUGVanguard

−0.6%

past year

FDLSVUGFaded: behind in that period

2–1FDLS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FDLS vs VUG

YTD

InspireFDLS

+16.0%

VUGVanguard

+0.5%

+16.0%Year to date+0.5%

−9.5%Worst drop · 1Y−15.1%

16.5%Volatility · 1Y19.0%

0.9%Yield0.4%

$253MAssets$233B

4–0FDLS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDLS, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

FDLS0.66%$66

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FDLS, VUG, IWF

0.86%highest, FDLS

FundTrailing yieldYield$10k

FDLS0.86%$86

VUG0.43%$43

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

IWF$39 − $18 = $21

FDLS$86 − $66 = $20

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FDLS, VUG, IWF

Today

78.0%most shared, VUG and IWF

FDLSVUGIWF

FDLS—2.0%2.0%

VUG2.0%—78.0%

IWF2.0%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.2%FDLS, at 16.5% volatility

FDLSWorst drop−9.5%16.5% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FDLSVUG

+16.0%Year to date+0.5%

0.9%Yield0.4%

+19.2%Past year−0.6%

0.66%Fee0.03%

3–1FDLS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026